Bergstrom Electric, Inc. Esop — Form 5500 plan (Bergstrom Electric, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bergstrom Electric, Inc. Esop is a benefit plan reported by Bergstrom Electric, Inc. under EIN 45-0332406 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $18,019,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bergstrom Electric, Inc.
- EIN
- 45-0332406
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Forks, ND
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H | 20241001125003NAL0007071617001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $18,019,088
- Total liabilities (EOY)
- $2,765,600
- Net assets (EOY)
- $15,253,488
- Net assets (BOY)
- $11,360,873
Income & contributions
- Employer contributions
- $923,462
- Total contributions
- $923,462
- Total income / additions
- $4,657,949
Expenses & distributions
- Benefits paid
- $615,315
- Administrative expenses
- $0
- Total expenses
- $765,334
- Net increase / (decrease)
- $3,892,615
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.